Grow your AUM by offering what others in your industry don’t provide — Global Innovation Portfolios.
Partner with ShiftAlt Capital to help your clients invest smarter, earn faster, and grow through innovation-led US portfolios.
- Powerful opportunity to grow your AUM
- More earnings as compared to existing Mutual funds
- Fast onboarding and enablement.
If you’re an MF distributor, you already know the challenge — Clients want better returns, but most mutual funds look the same.
And Investors are asking tough questions:
- What's new?
- Where I can earn more without taking unnecessary risk?
India is a strong growth story, no doubt.
But the US market gives you something unique — innovation-led growth and the power of a stronger dollar.
Here’s the reality:
That’s the difference innovation, dollar appreciation, and global exposure can make. And yet, most distributors still limit their clients to domestic markets — missing out on a powerful opportunity for both client growth and business growth.
That’s where we come in.
At ShiftAlt Capital, we help people like you offer portfolios built around the world’s most powerful growth driver : innovation , that drives businesses of the future, and have the potential to deliver what we call the new ROI : Returns of Innovation.
We don’t just track the market, we actively research long-term global themes like Artificial Intelligence, robotics, clean energy, biotechnology, and digital infrastructure and build portfolios that stay ahead of where the world is going, not just where it’s been. These are the businesses of tomorrow.
These actively managed, innovation-led US portfolios help your clients capture global growth — and help you stand out in a crowded market.
When you partner with ShiftAlt, you don’t just expand your product suite: You elevate your value proposition to your clients.
It’s all about your business
Let’s be honest — being a mutual fund distributor today isn’t easy.
Every day, you’re competing with big platforms, razor-thin margins, and clients who expect more for less. You work hard to win trust, to explain returns, to stay updated — but at the end of the month, it often feels like your effort isn’t matching your earnings.
We get that. Because we’ve built ShiftAlt Capital with a simple promise — to make your work more rewarding, not just for your clients, but for you.
As a wealth partner with us, you start with competitive commissions — typically an annual recurring rate of 0.50% to 0.75%. As we expand our profit-sharing/performance-related model with investors, you’ll have the chance to earn even more (annually, an additional 1%- 2% of portfolio value based on our portfolio performance).
Who this is for
ShiftAltCap partners with AMFI‑registered MF distributors, investment brokers, RIAs, Wealth Managers and Family Office Advisors to deliver simple, compliant, and goal‑based USD portfolios for Indian investors via LRS. You handle the relationship; we handle the research, portfolio design, and enablement
AUM potential
Rs. 5 Cr-100 Cr+
Minimum Ticket Size
$10,000/client
Time to onboard your client
<10 min
Account Opening to First investment
< 1 days
Why you should think about us?
Why associate with us?
Enhance your advisory credibility with global investing solutions
Attractive revenue potential with aligned incentives
Client-first experience with full compliance
What your clients get?
Curated model portfolios (not individual security recommendations) designed for education‑led distribution. Client accounts are opened directly with our platform; you will always remain the primary owner of the relationship with your client
Most Relevant Stocks (ROI as on 30th Sept, 2025)
Ideal for: Investors looking for high-growth opportunities in cutting-edge sectors. Focuses on innovation & technology-driven industries such as AI, Biotech, Data Centres, Robotics, Space Exploration, and Cybersecurity.
- Return: 59.53%
- Sharpe: 2.14
- Sortino: 2.91
- Max Drawdown: -0.20
All Weather (ROI as on 30th Sept, 2025)
Ideal for: Investors seeking capital preservation with consistent growth. Invests in businesses with constant demand — healthcare, consumer staples, utilities, and essential tech.
- Return: 43.41%
- Sharpe: 2.05
- Sortino: 2.71
- Max Drawdown: -0.16 (As on 30th Sept, 2025)
How partnering with ShiftAltCap works
Benefits for MF distributors and brokers
What you’ll receive
1. White‑label client explainer deck + one‑pager
2. Playbooks: discovery, objection‑handling, and review cadence
3. LRS checklist + banking template
4. Model portfolio factsheets & rebalancing notes
5. Quarterly partner webinars & early research access
Team’s profile
Anurag Bhatnagar
Chartered Accountant (CA)
Brings over 30 years of leadership experience across Banking, Investments, and Insurance, having held CXO roles at Citigroup, New York Life, HDFC AMC, IL&FS, and A.F. Ferguson. He has managed public portfolios for ULIPs, was in HDFC Mutual Fund’s founding team, and led the Wealth Management Business in Citigroup. Currently focuses on building the portfolios of ShiftAltCap for HNIs like himself.
Himanshu
Chartered Accountant (CA)
Ex Sr. Vice President at Cognizant, responsible for managing the Digital business unit. His customers included Silicon Valley giants such as Alphabet, Microsoft, Meta, Apple, and Stripe. Currently focuses on building ShiftAltCap and serves on the boards of several companies. A keen investor himself, he is passionate about helping fellow HNIs in their wealth-building journey.
Shashikant Burnwal
Client Relationship
B.Tech from IIT Kharagpur and an MBA in Finance from ISB Hyderabad, with over 12 years of experience in sales, channel partnerships, and distribution, including exposure to the US market. Has worked with companies like Tata Group and Ola Cabs, and run USA-based companies like Trillbit and Hubcredo. Currently handling investor relationships and partnerships with MF distributors and brokers at ShiftAltCap.
Frequently Asked Questions (FAQs)
No. We offer model portfolios built using U.S.-listed ETFs and structured for LRS-compliant investing. These are not pooled vehicles like mutual funds or PMS. Clients open their own accounts with licensed international investing platforms.
Yes. You remain the primary advisor to your client. We support you with model portfolios, review templates, and talking points — but we do not interact directly with your clients unless requested by you.
We offer a transparent distribution fee structure (typically 0.50%–0.75%) based on client AUM, with optional profit-sharing incentives. Full details are included in our partner agreement and onboarding call.
Clients invest using LRS (Liberalised Remittance Scheme) through approved international platforms. The process includes KYC, account setup, bank linking, and execution — typically completed within 7–10 working days.
No. Clients have full access and control over their accounts. There are no lock-ins, exit loads, or hidden charges. Our goal is long-term partnership based on value, not restrictions.
Yes. We strictly operate within the LRS framework and provide only model portfolio suggestions, not individual security advice. All investments are executed through regulated U.S. custodians, and we ensure full adherence to SEBI, RBI, and FEMA guidelines.
Let’s Talk Investments Over Coffee
Disclaimer
ShiftAltCap (SAC) is the brand name of AltShiftCap Technology and Digital Services Private Limited. The company partners with Borderless Softtech Pvt Ltd ("BSPL") that licenses and offers the Stockal Platform to SAC users (“You”) who are based in India or GCC and wish to make investments in securities listed on a stock exchange in the USA. You may be offered annual or monthly subscription plans by SAC and in such cases, SAC acts as their service provider.
SAC is not a broker-dealer nor an investment advisor and enables You access to a diverse set of global assets from a single account from anywhere in India or GCC. As such, SAC makes no warranties or representations, express or implied, on products and services offered through its website. It accepts no liability for any damages or losses, however caused, in connection with the use of related services.
Before You start using the SAC website, You may please note that all investments involve risk, and returns WILL fluctuate. All investments are subject to market volatility and MAY cause losses. The material on this website is provided solely for informational purposes and shall not in any manner be considered a recommendation or endorsement of any strategy or investment, nor an offer to sell or a solicitation of an offer to buy securities, products, or services nor advice. You have to make your own assessment of risk and Your own ability to take such risks before making any investments in any product listed on the SAC website - as well as keep assessing the risk and corresponding returns on a continuous basis after making the investments. SAC enables You to sell and exit anytime You may start feeling uncomfortable with the risk and/or performance of Your investments, with no penalty or exit fee.
SAC does not accept any investments from You into its own books of accounts - at all times, You will retain full control over Your monies as well as all the securities purchased with such monies. DriveWealth LLC., a member of Securities Investor Protection Corporation (SIPC), will serve as the SEC licensed stock broker as well as the custodian for Your securities - in the event that DriveWealth LLC., fails and is placed in liquidation under the Securities Investor Protection Act, securities in Your brokerage account may be protected up to US $500,000. For details of such insurance, please see www.sipc.org.
SAC makes no guarantee as to the currency, accuracy, or quality of information published and/or archived on this website, nor will SAC accept any responsibility for other organizations, businesses, and private persons that provide information on this website. All information on this website regarding products and services provided by SAC is subject to change without notice. Reasonable efforts are taken to ensure the accuracy and integrity of all information provided here, but SAC is not responsible for misprints, outdated information, or errors. Any investment decision and/or strategy that You make or employ, whether or not such decision or strategy derives from or relies upon material accessed or provided through this website, is undertaken at Your sole discretion and risk. Before making any investment decisions, You should consult additional sources of information and/or Your legal or tax advisor.
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Contact Us
- anurag@shiftalt.capital
- www.shiftalt.capital